N.E.W. Advisory Services LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 711 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$28,857,498
+0.6%
930,591
+5.5%
4.10%
+2.7%
Q2 2023$28,690,591
+0.2%
881,700
-1.1%
4.00%
-4.1%
Q1 2023$28,645,169
+6.4%
891,818
-1.6%
4.17%
-1.1%
Q4 2022$26,917,719
+31.7%
906,625
+14.4%
4.21%
+13.7%
Q3 2022$20,444,000
-0.8%
792,406
+10.9%
3.70%
+2.8%
Q2 2022$20,608,000
+20.2%
714,556
+47.3%
3.60%
+11.0%
Q1 2022$17,139,000
-27.0%
484,955
-24.6%
3.25%
-8.4%
Q4 2021$23,477,000
+7.0%
643,566
+6.2%
3.54%
-0.8%
Q3 2021$21,945,000
+4.6%
606,055
+6.3%
3.58%
+1.8%
Q2 2021$20,981,000
+18.2%
570,050
+15.2%
3.51%
+5.6%
Q1 2021$17,746,000
+23.2%
494,976
+15.9%
3.33%
+9.8%
Q4 2020$14,405,000
+27.7%
426,911
+10.5%
3.03%
-4.9%
Q3 2020$11,280,000
+9.8%
386,402
+3.8%
3.19%
-0.4%
Q2 2020$10,277,000
+9.6%
372,083
+24.3%
3.20%
+5.2%
Q4 2019$9,375,000299,4273.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 883,784$21,158,00016.99%
TRUEFG, LLC 734,872$17,593,00015.90%
McNamara Financial Services, Inc. 1,201,846$28,772,00011.81%
IAG Wealth Partners, LLC 713,104$17,072,00011.39%
Stadion Money Management, LLC 8,035,680$192,374,00011.29%
WALLER FINANCIAL PLANNING GROUP, INC 900,446$21,557,00011.25%
LEGG MASON, INC. 4,446$107,00011.16%
Strategic Financial Planning, Inc. 340,253$8,146,00010.79%
Financial Strategies Group, Inc. 493,264$11,809,00010.70%
Advisory Alpha, LLC 1,519,497$37,455,589,00010.50%
View complete list of SPDR INDEX SHS FDS shareholders